Diagram of a dashboard flow: Live Sync between FreeAgent and modules like Invoices, Customers, Bills, and Payments with a highlighted KPI showing group performance up 9%.

FreeAgent users can now connect directly to Joiin

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Written by Joiin

• 5 min read
  • Connect FreeAgent directly to Joiin and bring your financial data into accurate, automated group reports.

    If you use FreeAgent and need to report across more than one company, you’ll know the routine. Export the figures, tidy the data, update the spreadsheet, then repeat it all next month.

     

    FreeAgent can now be connected directly to Joiin, giving you a simpler way to consolidate financial data across multiple companies. Once connected, Joiin imports your trial balance automatically, maps it to your chart of accounts and refreshes your data every 24 hours, so your reports stay up to date without the manual work.

     

    What is Joiin?

    Joiin is financial  reporting and consolidation software that connects to leading accounting platforms, helping businesses and accountants produce consolidated financial reports without relying on managing multiple spreadsheets.

     

    Whether you’re preparing monthly management accounts, reporting to stakeholders or keeping an eye on performance across a group, Joiin brings your financial data together in one place, giving you a live view of how every company is performing.

     

    When your group uses more than one accounting platform

    Many businesses don’t use the same accounting software across every entity. You might have started with FreeAgent and introduced another platform as your business grew. Or perhaps you’ve acquired companies that already had their own systems in place.

    That’s rarely a problem until it’s time to report.

     

    With FreeAgent now joining Xero, QuickBooks, and other general ledgers  as a direct Joiin integration companies using different accounting platforms can be reported on together without exporting data or maintaining separate spreadsheets.

     

    It’s a more reliable way to produce consolidated reports while keeping each business on the accounting software that works best for them.

    Getting started

    Connecting FreeAgent takes just a few clicks.

    After creating your Joiin account, head to Companies, select Add Company, choose Connect to FreeAgent and authorise your account. Joiin imports your financial data automatically, ready to use in your reports.

     

    From there, your data stays in sync through automatic daily refreshes, so you can spend less time preparing information and more time analysing it.

    Ready to see your FreeAgent data in Joiin?

    If you’re looking for a better way to consolidate companies using FreeAgent, or a mix of accounting platforms, you can connect your account in minutes and start building reports straight away.

     

    With automatic imports and daily synchronisation, Joiin helps you spend less time moving data around and more time understanding what it’s telling you.

     

    Start your free 14 day trial today and see how Joiin can help you produce faster, more reliable group reports with data that’s always up to date